If we set a client to "inactive," how do we then access their account if necessary down the road?
AnsweredSeems like denoting a client "inactive" takes them off our general client list, and typing in their name no longer works to bring up their account under "CLIENTS." How do we quickly/easily access the list of INACTIVE clients (and/or their account data)?
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Hi Tony, you can go to your Clients tab to the left of your account, then use the dropdown menu to select the Inactive Clients option. You can then click on the client's name > Edit and uncheck the "Inactive Client" box to make them an active client again! Let me know if you have any other questions about this.
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Hi Heather, you can disable the Client Portal for your inactive clients by going to their client file > Edit > Client Portal > Disable Access. There's no way to disable Client Portal access for all of your inactive clients at once; however, if you're already in your Inactive Clients list, you can hit Manage next to an inactive client's name > Edit Client Info > Client Portal > Disable Access.
Here's a screenshot in my test account:
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I have the same question as Jessica and Megan. I don't see a response to either one of their questions.
Are inactive clients still able to sign in and access the uploaded documents or do they have to be active to do so?
Can inactive clients still complete documents and submit in the portal or do they have to be active to do that?
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